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• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Order Routing | Charles Schwab

  Learn about Order Routing at Schwab

• How Can You Get Started with an IRA? | Charles Schwab

  What are some of the incentives for younger investors to start saving for retirement?

• Is a Private Family Foundation Right for You? | Charles Schwab

  A private family foundation can help further philanthropic goals. Find out how to start a private foundation or if you should consider a donor-advised fund.

• thinkorswim® paperMoney®: Stock Trading Simulator | Charles Schwab

  In this tutorial, we'll demonstrate how to use paperMoney® on the thinkorswim® platform and place simulated stock trades.

• Foreign Tax: Credit or Deduction? | Charles Schwab

  If you paid foreign taxes on overseas investments, you may be able to avoid a double hit by claiming a credit or deduction on your U.S. tax return. Learn more.

• Margin Loan Risks & Benefits | Charles Schwab

  Margin loans offer an opportunity to increase your investment return, but any loan has risk. Schwab helps you learn the benefits and risks of margin trading.

• The Secure 2.0 Act and Charitable Gift Annuity | Charles Schwab | Charles Schwab

  Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.

• Low-Cost Investments and Wealth Management | Charles Schwab

  Schwab offers low-fee brokerage services tailored for your personal financial goals. Learn more about low-cost investments with Schwab.